DODBX vs. SPY
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and SPDR S&P 500 ETF (SPY).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODBX or SPY.
Correlation
The correlation between DODBX and SPY is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DODBX vs. SPY - Performance Comparison
Key characteristics
DODBX:
0.48
SPY:
2.03
DODBX:
0.62
SPY:
2.71
DODBX:
1.11
SPY:
1.38
DODBX:
0.37
SPY:
3.09
DODBX:
1.83
SPY:
12.94
DODBX:
2.36%
SPY:
2.01%
DODBX:
9.02%
SPY:
12.78%
DODBX:
-53.83%
SPY:
-55.19%
DODBX:
-6.84%
SPY:
-2.14%
Returns By Period
In the year-to-date period, DODBX achieves a 1.28% return, which is significantly higher than SPY's 1.14% return. Over the past 10 years, DODBX has underperformed SPY with an annualized return of 2.48%, while SPY has yielded a comparatively higher 13.38% annualized return.
DODBX
1.28%
-4.44%
-1.76%
5.10%
2.20%
2.48%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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DODBX vs. SPY - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DODBX vs. SPY — Risk-Adjusted Performance Rank
DODBX
SPY
DODBX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DODBX vs. SPY - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 2.70%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.70% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DODBX vs. SPY - Drawdown Comparison
The maximum DODBX drawdown since its inception was -53.83%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DODBX and SPY. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. SPY - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 6.35% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.